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Scheduling - Calendar View | |||
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1. | From Home, navigate to Scheduling | ||
2.Select the | magnifying glass icon to search for a projectNotice the Scheduling module defaults to the Calendar view. | ||
2. | Select Add Work Order. | ||
3. | Enter search criteria to locate a project . Select and select Search. | ||
34. | Choose a project from the Search Results grid. Click the Select link | .4. | Notice the Scheduling module defaults to the Calendar view. |
5. | Select the Add Work order for Current Project button. |
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Scheduling - Technicians | |
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1. | From Home, navigate to Scheduling. |
2. | Select the Technicians button to change the view to a calendar view but with technicians along the left margin. Notice that you can change the view from showing a week to showing just one day. |
3. | In the Filter pane, change the Technician availability filter from "All" to "Scheduled" and select Search. This will filter technicians to only the ones scheduled for the current Week or day (depending on how you are viewing the schedule). |
4. | From the week view click on one of the links (Day MM/DD) at the top of the calendar. Notice you will navigat navigate to the day view for that day. |
5. | From the day view scroll to where your name is listed in the grid, note you may need to toggle to another page. |
6. | Click within the calendar in the same row where your name is listed. Notice that you navigate to the add work order screen with your name populated in the technicians grid and the start date/time populated on the work order. |
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Scheduling - General | |||
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1. | From Home, navigate to Scheduling | ||
2. | Select the List button | ||
3. | at the bottom of the page increase the amount of view-able rows in the list to "50". | ||
4. | Use the Filters at the top of the page and see how the list changes (office, technician, etc). Select the Search button. | ||
5. | Clear your filters to return to the full list again. Select the Clear button. | ||
6. | Click in the status boxes to filter on specific statuses (Draft, Submitted, Accepted, etc.) | ||
7. | Filter by a date range, a time range, or both. | ||
8. | Filter by the "Currently Selected Project"technician, notice you can add multiple technicians into this filter. | ||
9. | Notice you can schedule a work order for a different time zone (if applicable) | ||
10. | Notice you can change the project your work order will be scheduled against by selecting the magnifying glass icon. | 11. | Navigate from the Scheduling tab to Pending Field Actions. |
1211. | Notice the categories of Pending Field Actions. These can be turned off by navigating from Home to Administration > Work Items/Field Costs > Work Items and removing the check mark from "Create Pending Field Actions". | ||
1312. | Filter the pending field actions list by a Project Manager or Technician. Select the Filter button. Notice that the dashboard view refreshes. Notice you can save your commonly used filters like in other areas throughout MetaField. |
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